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Purpose Unlimited Inc’s Truist Financial TFC Stock Holding History

Purpose Unlimited Inc’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07K Sell
45
-89
-66% -$4.4K ﹤0.01% 503
2025
Q4 		$6.59K Buy
+134
New +$6.17K ﹤0.01% 332

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Purpose Unlimited Inc's TFC Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its Truist Financial (TFC) stake by 66% in Q1 2026, selling an estimated $4.4K and leaving 45 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Purpose Unlimited Inc first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.59K in Q4 2025. 1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Purpose Unlimited Inc held 45 shares of Truist Financial worth $2.07K as of Q1 2026.
  • Purpose Unlimited Inc sold 89 Truist Financial shares in Q1 2026, an estimated $4.4K.
  • Truist Financial made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #503 holding.
  • Purpose Unlimited Inc first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • Purpose Unlimited Inc's Truist Financial position peaked at $6.59K in Q4 2025.
  • 1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.